© October 2014

Endnote @ HKU

Workshop II Manage your library

Managing PDF Files

1. Find PDF Full Text p.2

Extra:

Access HKUL E-resources from a Publisher’s website p.4

2. Attach PDF p.5

Groups

1. Difference between custom and smart groups p.9

2. Create a custom group p.10

3. Create a smart group p.11

Build your Library and amend references

1. Build your library

- Google Scholar: Direct Export p.12

2. Examine the imported references p.14

3. Edit references p.14

Generate a bibliography p.15

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Discover Organize Write & Cite http://lib.hku.hk/endnote

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Exercise 1 Find PDF Full Text

Scenario: You have an Endnote library. Is there an easy way to find the PDF full text of the

articles and attach them along with each reference?

Note the Find Full Text

copyright and usage practice

Use the Find Full Text feature to locate full text to references in the library. PDF full text

may be attached if the article is subscribed by HKUL. Maximum 250 records at a time.

Setup for Find Full Text:

In Endnote top bar menu, go to

Edit > Preferences > Find Full Text

1. Tick all the 4 full text searchoptions

2. Enter the URL under- Open URL Path:

http://eproxy.lib.hku.hk/login?url=http://metadata.lib.hku.hk/hku

- Authenticate with:http://eproxy.lib.hku.hk/login?url=

Endnote Workshop II 2 HKU Libraries

Managing PDF Files I

Highlight the reference(s) you would like to find full text.

Note: For all references: Hold down Ctrl key + A. For individual references: Hold down the Ctrl key and click the references. For a range of references: Hold down the Shift key.

Click on the Find Full Text icon.

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Endnote Workshop II 3 HKU Libraries

Section I: Managing PDF Files

Wait while searching is in progress 4

Once Find Full Text is completed, Endnote will display:

● Found PDF: Number of PDFs found.

● Found URL: If EndNote cannot find the full text, the article URL may be inserted.

● Not Found: Number of records with no PDF/URL attached.

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6 A paper clip icon will be shown against

the record with the PDF attached.

Number of PDF files found = ______

?

Endnote Workshop II 4 HKU Libraries

Section I: Managing PDF Files

Access HKUL E-resources from a Publisher’s website

Access

Publisher

HKUL

$$$

E-resources

Install the Bookmarklet

1. Go to HKUL Homepage (http://lib.hku.hk)> Research Guides> Access E-resources from a non-HKUL website

2. Drag the bookmarklet button up to your bookmarks toolbar in your browser (orright-click to save it to your favorites toolbar)

3. A new button appears in your toolbar:

Or a new item found under your favorite list

4. To redirect through the Libraries' EZProxy server, click this button.

Endnote Workshop II 5 HKU Libraries

Section I: Managing PDF Files

Press on the Open Link icon (Or, use the shortcut key CRTL + G)

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Exercise 2 Attach PDF

Scenario: The Find Full Text feature is not able to find the PDF files for some of the

references. Is there a way to manually attach the PDF full text to a reference?

Locate and attach the PDF full text to this reference:

Mancini, P. L., & Bugoni, L. (2014). Resources partitioning by seabirds and their relationship with other consumers at and around a small tropical archipelago. ICES J. Mar. Sci., fsu105.

1 Highlight the reference.

Note that the reference has a

durable URL.

Step 1: Open link to locate PDF

Retrieve document

Endnote Workshop II 6 HKU Libraries

Section I: Managing PDF Files

Publisher is unable to recognize your HKU affiliation. Click on the bookmarklet. 4

HKUL login page triggered. Sign in to access the full text. 5

6 Save the file to S drive

Endnote Workshop II 7 HKU Libraries

Section I: Managing PDF Files

Select the PDF file you have saved in Step 1 and click on Open.

Step 2: Link to PDF full text

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Highlight the reference in your library.

From top bar menu, select References > File Attachments > Attach File.

4 A paper clip icon will be displayed against the reference.

Endnote Workshop II 8 HKU Libraries

Section I: Managing PDF Files

5 To open the PDF file, you can:

Either: From top bar menu, select References > File Attachments > Open File.

Note: 1. Another way to insert file attachments is to drag and drop the file onto the reference

in either the Library window or the Reference window.

2. You can insert other file types, e.g. Word, Powerpoint, Excel files.

3. Up to 45 files per reference.

4. All file attachments are kept in the Data Folder of the corresponding Endnote library.

Or: In the full record, locate the PDF file under the File Attachments field.

Endnote Workshop II 9 HKU Libraries

Section II: Groups

Groups II

Custom Groups Smart Groups

Create the group Manually

a group.

add references to Specify criteria - references

meeting the criteria will automatically be added to the group.

Updates Done manually ● The group will not be updated

unless you manually add or remove references.

Updates automatically ● Dynamically update the group

as new references are added to the library.

Applications (Some examples)

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Keep a list of good readings

Remind yourself that this list requires special attention.

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Group references matching certain keywords Group references by

publication period.

Number of groups Maximum 5,000 groups (custom and smart groups combined)

1. Difference between Custom and Smart Groups

Scenario: Your Endnote library contains references on different topics or purposes. To get

more organized, you would like to create subsets and group the references.

Solution: Groups feature is a great way to organize your references, especially for huge

Endnote libraries. There are two types of groups: Custom and Smart Groups.

Endnote Workshop II 10 HKU Libraries

Section II: Groups

Exercise 3: Create a Custom Group

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From top bar menu, select Groups > Create Group 1

Enter name of the group.

3 Find the references and then add them to this group by selecting

Groups > Add References To > A custom group

(Note: Or, you can Drag and drop it to the group)

(a) Create a custom group by the name “5-star readings”

(b) Add the following references to this custom group

Begg, G. S., Reid, J. B., Tasker, M. L., & Webb, A. (1997). Assessing the Vulnerability of Seabirds to Oil Pollution: Sensitivity to Spatial Scale. Colonial Waterbirds, 20(2), 339-352.

Cardellicchio, N. (1995). Persistent contaminants in dolphins: An indication of chemical pollution in the mediterranean sea. Water Science and Technology, 32(9-10), 331-340.

Hall, M. A. (1998). An ecological view of the tuna-dolphin problem: impacts and trade-offs. Reviews in Fish Biology and Fisheries, 8(1), 1-34.

Endnote Workshop II 11 HKU Libraries

Section II: Groups

(a) Change group name (b) Enter search criteria (c) Click on Create

Create the smart group for Dolphins

Exercise 4: Create a Smart Group

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From top bar menu, select Groups > Create Smart Group 1

Create two smart groups:

(a) Seabirds (b) Dolphins

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Number of references in the smart groups:

Dolphins = _________

Seabirds = _________

Create the smart group for Seabirds

Note: Removing a reference from a smart group will move it to the trash.

Endnote Workshop II 12 HKU Libraries

Section III: Build your library

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Under Library links 1. Search for HKU2. Select The University of Hong Kong - Find it @HKUL

Under Search results > Bibliography manager 1. Select Show links to import citations into2. Choose Endnote from the pull-down menu.

Go to http://scholar.google.com and click on Settings

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Step 0 Set up Scholar preferences

4 Save the settings.

Exercise 5Google Scholar - Direct Export

Build your library & amend references III

Endnote Workshop II 13 HKU Libraries

Section III: Build your library

red and giant pandas

Click on Import into Endnote (Note: Google Scholar allows exporting one record at a time.)

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The record will be imported into Endnote 3

Step 1 Search

Click on Open 2

Step 2 Direct Import into Endnote

Find full text

Click on “Find it @HKUL" to find fulltext. (Note: Do not click on the title.)

Find it @HKUL

Endnote Workshop II 14 HKU Libraries

Section III: Build your library

Examine the article “ Comparative behavior of red and giant pandas in the Wolong Reserve, China”. In the preview pane below, circle the problem area(s):

Examine the imported references

Edit references

The original article is listed below. Amend the reference in your library.

Endnote Workshop II 15 HKU Libraries

Open a document in Word. Put the cursor where you would like the references to

appear, and choose Paste (or, simply press Ctrl+V).

From the top bar menu, choose Edit > Copy Formatted (Or, simply press Ctrl+K)

Highlight the desired references. (To select all references, press Crtl+A.)

Select the desired output style in your Endnote library.

Generate a bibliography IV

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Endnote Workshop II 16 HKU Libraries

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Telephone: 2859-2203

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Training and Support: lib.hku.hk/endnote/support.html

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